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- Catering Order Management
- Process
- Payment and exception closeout
Payment and exception closeout
Review captured payments, service evidence and open issues.
Step by step
-
Payment review Billing Specialist
Billing Specialist records payment method, status, amount and verification, then compares captured payments with the order total.
- Record method, amount, status and verification.
- Updates Catering payments, Catering orders
-
Exception resolution Event Coordinator
Event Coordinator investigates open issues and records a resolution before closing them.
- Record the issue, investigation and resolution.
- Updates Catering exceptions, Service receipts
-
Delivery evidence Event Coordinator
Event Coordinator checks receipts and documents on the delivered order to support closeout.
- Keep the supporting event records together.
- Updates Event documents, Service receipts
Who does what
Roles and permissions- Billing Specialist
- , Event Coordinator.
Set up Catering Order Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.